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Morningstar

Lord Abbett Growth Opportunities A LMGAX

Morningstar Medalist Rating
Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 20.50  /  +1.18 %
  • Total Assets 434.9 Mil
  • Adj. Expense Ratio
    0.960%
  • Expense Ratio 0.960%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 149%

USD | NAV as of Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:14 PM GMT+0

Morningstar’s Analysis LMGAX

Will LMGAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LMGAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the LMGAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of LMGAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Lord Abbett Growth Opportunities A to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings LMGAX

More LMGAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Industrials